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Dell Inc. (DELL)

DELL is defunct since October 29, 2013. Acquired by Silver Lake Partners
  • May 17, 2012, 3:52 PM
    According to a Morgan Stanley chart, H-P's (HPQ +0.2%) annual operating profit/employee stands at just $35K. That puts it behind most of its enterprise hardware peers, including top rivals IBM ($49K), DELL ($48K), and EMC ($67K), and goes a long way towards explaining the company's reported plans to cut 25K jobs.
    | May 17, 2012, 3:52 PM | 1 Comment
  • May 17, 2012, 12:58 PM
    Sterne Agee's Shaw Wu, who downgraded Dell (DELL -0.2%) in February following its FQ4 miss, is upgrading the company to Neutral ahead of Tuesday's FQ1 report. A low valuation (5x estimated calendar 2013 EPS ex-cash) is the main reason for the upgrade, though Wu is still worried about Dell's lack of growth, as well as its heavy PC exposure (70%-75% of sales) amidst tough competition (Apple on the high-end, Asian vendors on the low-end).
    | May 17, 2012, 12:58 PM | Comment!
  • May 11, 2012, 11:08 AM
    Fusion-io (FIO +7.2%) surges on a rumor it turned down a $33/share offer from DELL. A Dell spokesperson refuses comment.
    | May 11, 2012, 11:08 AM | Comment!
  • May 9, 2012, 9:12 AM
    Screenshots emerge of a smartphone that will reportedly be sold by Baidu (BIDU) for 1,000 RMB ($159) or less. Baidu has already developed an Android-based mobile OS, though it's only used right now on a high-end Dell (DELL) device that has seen limited sales. The company's mobile efforts are fueled by an interest in boosting its Chinese mobile search share from a current 35%.
    | May 9, 2012, 9:12 AM | Comment!
  • May 3, 2012, 10:15 AM
    Though Q1 PC sales were better than expected and positive supply-chain data has emerged in recent weeks, Digitimes reports retailers have become conservative about their Q2 outlooks, out of concern consumers will hold off on purchases until Windows 8 (MSFT) arrives. Nonetheless, they expect demand to eventually pick up thanks to Windows 8 and the release of cheaper Intel (INTC) Ivy Bridge CPUs.
    | May 3, 2012, 10:15 AM | Comment!
  • May 2, 2012, 6:52 PM
    Unhappy with weak demand for high-end Android tablets, PC OEMs such as Dell (DELL), H-P (HPQ), and Acer are focusing their R&D resources on developing Windows 8 (MSFT) products, reports Digitimes. The same goes for leading contract manufacturer Compal. The first ARM-based (ARMH) tablets running Windows 8, which has received good early reviews, are due in October.
    | May 2, 2012, 6:52 PM | 8 Comments
  • Apr. 30, 2012, 2:44 PM
    Dell (DELL) says its $999 XPS 13 ultrabook, launched to reviews that praised its looks but criticized its display, is receiving nearly "3x the expected demand," with interest coming from both enterprises and consumers. Intel (INTC) has to be pleased a pre-Ivy Bridge ultrabook is faring this well, given its huge investment. NAND flash memory vendors SNDK and MU also benefit from ultrabook adoption.
    | Apr. 30, 2012, 2:44 PM | 4 Comments
  • Apr. 19, 2012, 1:51 PM
    Microsoft (MSFT +0.2%), up 17% YTD, is treading water ahead of today's FQ3 report. Windows and Office sales will be closely by investors in PC-related names, given the mixed signals (I, II) provided lately about demand. Wells Fargo and Citi think better-than-expected PC sales will produce earnings upside, but the latter worries about negative Windows 8 datapoints emerging. Server & Tools is likely to be an area of strength.
    | Apr. 19, 2012, 1:51 PM | Comment!
  • Apr. 17, 2012, 9:50 AM
    Microsoft (MSFT) discloses Windows 8 will come in 3 editions: Windows 8 (consumer-oriented), Windows 8 Pro (meant for business users and enthusiasts), and Windows RT (meant for systems running ARM-based CPUs). Windows 7, by contrast, is available in 6 editions. Early feedback on Windows 8, due this fall, has largely been positive; PC makers are hoping it will finally let them sell legit rivals to the iPad.
    | Apr. 17, 2012, 9:50 AM | 1 Comment
  • Apr. 12, 2012, 10:49 AM
    Though Nomura isn't thrilled with Gartner's Q1 PC data (I, II), it, along with similar data from IDC, is stoking a major rally in H-P (HPQ +6.2%). Gartner estimates H-P's share rose 30 bps Y/Y and 120 bps Q/Q, reversing the declines seen due to last year's drama. Dell (DELL +0.1%), which is believed to have lost share, and just received bearish comments from Jim Chanos, is undeperforming.
    | Apr. 12, 2012, 10:49 AM | Comment!
  • Apr. 12, 2012, 9:32 AM
    More from Jim Chanos: The contrarian fund manager also says he's short Coinstar (CSTR -2.4%) and Dell (DELL -0.2%) on account of technology trends. Chanos expects the adoption of streaming video to gradually eat into Coinstar's DVD rental sales, and he predicts tablet proliferation will do a number on Dell's PC business.  (video)
    | Apr. 12, 2012, 9:32 AM | 5 Comments
  • Apr. 11, 2012, 5:51 PM
    More on Gartner's PC data: The numbers back up recent positive datapoints (I, II) about PC demand. U.S. shipments fell 3.5% Y/Y, but beat Gartner's forecast for a 6.1% drop. Impressively (given Europe's woes), EMEA sales rose 6.7% on the back of strong business orders. Dell's (DELL) global share fell 40 bps Y/Y and 160 bps Q/Q. Apple's (AAPL) U.S. share was 10.6%, up 80 bps Y/Y but down 100 bps Q/Q (likely affected by seasonality). (PR)
    | Apr. 11, 2012, 5:51 PM | 4 Comments
  • Apr. 11, 2012, 4:58 PM
    Worldwide PC shipments rose 1.9% in Q1 to 89M units, according to new data from Gartner, ahead of the firm’s previous projection of a 1.2% decline. Hewlett-Packard (HPQ) was the top vendor, with 15.3M units, up 3.5% Y/Y, as H-P "was able to secure HDD inventory" and restore lost business as internal management issues become resolved.
    | Apr. 11, 2012, 4:58 PM | 3 Comments
  • Apr. 11, 2012, 2:12 PM
    Hungry to keep expanding its IT solutions arsenal, Dell (DELL) is entering the content delivery network (CDN) infrastructure business, courtesy of an offering that combines its servers with software from startups EdgeCast and Elemental Technologies. Dell is now one of several companies providing an out-of-the-box CDN solution for service providers, and thereby representing fresh competition for CDN owners AKAM, LLNW, and LVLT.
    | Apr. 11, 2012, 2:12 PM | Comment!
  • Apr. 10, 2012, 9:20 AM
    More on the DELL upgrade: Katy Huberty says recent acquisitions by the company "partly addresses Dell's mix challenges" as it continues to diversify its business away from personal computers. She ups FY13 profits to $2.10 from $1.93. Shares +1.7% premarket.
    | Apr. 10, 2012, 9:20 AM | Comment!
  • Apr. 10, 2012, 8:49 AM
    Dell (DELL) +1.7% premarket after saying it’s teaming up with Lockheed Martin (LMT) to pursue the U.S. government’s biggest IT contract. Dell would provide computers and support services as part of the five-year, $7.5B Navy agreement, says the general manager of Dell's federal government business. (earlier)
    | Apr. 10, 2012, 8:49 AM | Comment!
Company Description
Dell listens to customers and delivers innovative technology and services they trust and value. As a leading technology company, we offer a broad range of product categories, including mobility products, desktop PCs, software and peripherals, servers and networking, services, and storage.... More
Sector: Technology
Country: United States